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Inside Scoop

Sean Emory from Avory and Co.

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Stay on top of the latest investment trends. The podcast is hosted by Managing Principal Sean D. Emory from Avory and Company. An investment firm focused on where the world is headed. **Nothing discussed is a recommendation
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From the Closet is a podcast dedicated to providing reviews for various movies and TV shows. Hosts Lily and Avory will discuss everything from sci-fi to romance to fantasy to superheroes and more. We hope you enjoy. Our Patreon is now live at https://www.patreon.com/From_the_Closet.
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In this conversation, Founding Partner and Chief Investment Officer at Avory & Co. Sean Emory interviews Christopher Shasse, founder of Rocketman Tech, discussing the role of Jamf in managing Apple devices in enterprise environments. They explore Jamf's history, its relationship with Apple, and the competitive landscape, particularly focusing on Mi…
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ABOUT AVORY & CO.Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams. TODAY'S EPISODEIn this episode, Sean Emory, the Founder and Chief Investment Officer at Avory & Co. provides a postmortem Block'…
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ABOUT AVORY & CO.Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams. TODAY'S EPISODEIn this episode, Sean Emory, the Founder and Chief Investment Officer at Avory & Co. provides a postmortem Fiverr…
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ABOUT AVORY & CO. Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams. TODAY'S EPISODEIn this episode, Sean Emory provides a postmortem on Meta's earnings report. He discusses the revenue, profits, …
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Sean Emory, the founder and Chief Investment Officer at Avory & Co. breaks down Google's earnings report and highlights the strong performance of its cloud business, with revenue reaching $84 billion and operating margins expanding. Google Cloud surpassed $10 billion in a single quarter and generated $1 billion in operating profit. However, YouTube…
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In this conversation, Sean Emory, founder and Chief Investment Officer at Avory & Co. discusses the potential of Tesla's full self-driving capabilities and its impact on the market. He explores the different approaches to autonomous vehicles, comparing Tesla's camera-based approach to Waymo's LiDAR-based approach. Sean also delves into the market p…
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Summary Fiverr reported strong earnings, beating their own guidance on revenue and adjusted EBITDA. The company has been impacted by the health of the economy and concerns around AI, but they have addressed these issues and showcased the positive impact of AI on their platform. Fiverr is focused on moving upmarket and increasing spend per buyer, wh…
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Summary Dutch Bros and Starbucks are taking different approaches in the coffee market. Dutch Bros focuses on decadent offerings and drive-through service, while Starbucks offers a mass-market, somewhat premium experience. Dutch Bros is experiencing strong growth in units, revenue, and same-store sales, while Starbucks is seeing negative same-store …
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This week's Inside Scoop covers the Fed's stance on inflation and jobs, as well as earnings reports from companies like Square, Apple, Zillow, and Omnicell. The Fed expressed neutrality towards inflation and jobs, while the conversation around inflation focused on its moderation. Square had an incredible quarter, with a pivot to profitability and a…
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This week's Inside Scoop episode focuses on the earnings reports of major tech companies, including Tesla, Microsoft, Google, Meta, and ServiceNow. The conversation covers several themes, including the Cloud Wars, ad spending, and the future of AI. The key takeaways include the strong demand for cloud services from Microsoft and Google, the growth …
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In this episode, Sean Emory, Founder of Avory reviews Block's earnings and focuses on the two main segments: Cash App and Square. Overall the messaging from management emphasizes a focus on growth and efficiency. The discussion highlights the efforts to build a suite of banking solutions within Cash App and the focus on productivity and margin expa…
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Investment Primer on ZoomFrom management to product, to growth profile, we dig into the investment case for Zoom. ______Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are prop…
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In this episode of Inside Scoop, host Sean Emory sits down with Harlan Rapoport, also known as the Fiverr Guy. They discuss the potential impact of GPT or chat GPT on Fiverr's buyer behavior and activity. Harlan shares that he hasn't seen much change in clients' needs from a financial perspective. They also break down the differences between Upwork…
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The podcast features Sean Emory from Avory & Co discussion with Soren Larson from Crosshatch, a company focused on personalized AI. Larson discusses his background in ad tech and fighting Russian bots, as well as his experience with personalization at Walmart. The mission of Crosshatch is to hyper-personalize the internet in a safe way. 00:03:52 Hy…
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In this episode of the From the Closet podcast, Lily and Avory discuss the 2019 film, Avengers: Endgame Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closet Support us on Patreon: https://www.patreon.com/From_the_Closet Follow Lily on twitch and YouTube: https://www.twitch.…
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In this episode of the From the Closet podcast, Lily and Avory discuss the 2016 film, Ballerina / Leap! (2016) Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Follow Lily on twitch and YouTube: https://www.tw…
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In this episode of the From the Closet podcast, Lily and Avory discuss the 2013 show, Agents of S.H.I.E.L.D. Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Follow Lily on twitch and YouTube: https://www.twit…
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In this episode of the From the Closet podcast, Lily and Avory discuss the 1991 film, Beauty and the Beast Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https://…
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In this episode of Inside Scoop with Sean Emory, the focus is on the recent earnings reports from major tech companies like Google and Meta. The discussion revolves around what these reports reveal about the consumer market and the broader economy. Meta's 23% growth and Google's advertiser-driven revenue are seen as positive signals for the consume…
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In this episode of the From the Closet podcast, Lily and Avory discuss the 2014 show, The Seven Deadly Sins Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https:/…
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In this episode of the From the Closet podcast, Lily and Avory discuss the 2008 film, Bolt Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/…
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In this episode of the From the Closet podcast, Lily and Avory discuss the 2014 film, Into the Woods Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https://www.yo…
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In this episode of "Inside Scoop with Sean Emory," Sean, the founder of Avory & Company, interviews Tullie Morrell, co-founder of Shaped and former researcher at Facebook, Palantir, Google, and Uber. They discuss the winners and losers in the rapidly evolving AI landscape, including the role of Meta and its AI capabilities. They also explore whethe…
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